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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $778,241 | $81,358+856.6% | $155,556+400.3% | $80,959+861.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.87% | 33.39%-18.5pp | 64.84%-50.0pp | 35.67%-20.8pp |
| Employer contribution / active EE | $35,557 | $3,106+1044.7% | $4,675+660.5% | $2,757+1189.6% |
| Participant deferral / active EE | $21,370 | $3,455+518.4% | $5,631+279.5% | $4,300+396.9% |
| Admin fee / account holder | $119,244 | $7,994+1391.7% | $15,885+650.7% | $6,925+1621.8% |